Робота в Швейцарії
Senior Wealth Planner (80-100%)
- Actively support our Relationship Managers in all aspects of long-term wealth planning for their European client base (financial, retirement, contingency and estate planning including related domicile decisions)
- Responsibility for the development and presentation of appropriate wealth concepts and strategies
- Training of Relationship Managers in wealth planning specific topics
- Involvement in relevant projects
- Support the development and maintenance of our international network of external specialists
- General administrative tasks
- Degree in law, business administration or economics
- At least 5 years of practical experience in wealth planning
- Legal or tax work in an international private client area as well as membership in STEP desirable
- Advanced training as a financial planner (CFP) desirable
- Very good written and spoken English and German, further language skills are an advantage
- Very high client orientation and high degree of initiative and independence
Address
Lange Gasse 15 P.O. Box CH-4002 Basel, Switzerland
About the company
4,0 (2 reviews)
